Wealth Management

Risk appetite can be defined as the amount and type of risk that an organisation or individual is willing to take in order to meet the strategic objectives. Therefore, to be a successful wealth creation and management partner, it requires the fund manager to assess the risk tolerance level effectively.

We at Peseko offer three options to our clients to choose from based on their risk tolerance level – aggressive, balanced and conservative.

Aggressive – high risk, high returns
A portfolio consisting of Derivatives – Futures & Options, Currency, etc. The mandate is to generate 100% wealth appreciation within 4 years.

Balanced – moderate risk, moderate returns
A portfolio consisting of MFs, SIPs and low risk equity stocks. Mandate is to generate 100% wealth within 6 years. Just a bit faster than what Bank FDs offer.

Conservative – low risk, low returns
A portfolio consisting of Non Convertible Debentures/Bonds, Corporate FDs, etc. The mandate is to protect capital and generate a regular stream of risk free interest income.